Merge duplicate records to consolidate information into a single, accurate record.
Select two or more person, company, or deal records and Clarify combines their fields, email addresses, interaction history, and linked data. You choose which record's values take precedence when there's a conflict.
How to merge
Open the People, Companies, or Deals list view
Select two or more records using the checkboxes
Click the merge icon in the toolbar at the bottom of the screen
Choose a primary record - its field values win any conflicts
Confirm the merge
Merges can also be triggered from Rep (ask "merge these duplicate records") or via the MCP connector.
đĄ Tip: You can merge more than two records at once. Everything you select becomes one record, so select only copies of the same person, company, or deal, then pick one primary.
Cleaning up lots of duplicates
If you have many duplicates - for example after importing the same contacts twice - ask Rep to merge them rather than doing it one group at a time in the list view. Tell Rep how to spot a duplicate and which record to keep, for example: "Merge all duplicate people with the same email address. For each one, keep the oldest record as the primary."
Rep finds the duplicates, shows you which record it plans to keep, and asks you to confirm before it merges anything. It then works through them in batches of up to 50. On a large cleanup Rep may pause to check in - reply to keep it going.
đĄ Tip: Matching on name alone can merge two different people who share a name. Match on email address or LinkedIn where you can.
Before you merge
Primary vs. secondary records
The primary record determines which value is kept when both records have data in the same field. Choose the record with the most complete or accurate information as primary. There is no way to override individual fields during the merge, so choose the primary carefully.
Single-value fields
When both records have a value for the same field (name, LinkedIn handle, etc.), only the primary record's value is kept. Review these carefully before confirming.
Multi-value fields
Fields that hold multiple values (email addresses, phone numbers) combine both records' values, with the primary record's values listed first. Check for duplicates after merging.
Activity history
The merged record's activity feed combines logs from all source records. Review the timeline after merging to confirm context is accurate.
How fields are merged
Different field types follow different rules:
Interaction timestamps by record type
Company records
First interaction: Earliest date from either record
Last interaction: Most recent date from either record
First email interaction: Earliest email date from either record
Last email interaction: Most recent email date from either record
First calendar interaction: Earliest calendar date from either record
Last calendar interaction: Most recent calendar date from either record
Next calendar interaction: Next upcoming event from either record
Person records
Email addresses: All unique addresses from both records
First interaction: Earliest date from either record
Last interaction: Most recent date from either record
First email interaction: Earliest email date from either record
Last email interaction: Most recent email date from either record
First calendar interaction: Earliest calendar date from either record
Last calendar interaction: Most recent calendar date from either record
Next calendar interaction: Next upcoming event from either record
Limitations
People, Companies, and Deals can all be merged.
Rep bulk merge: Rep merges up to 50 groups of duplicates at a time and asks you to confirm before it starts. On a large cleanup it may pause to check in - reply to keep it going.
Merges are permanent. There is no undo. Check which record you've chosen as primary before confirming.
Frequently asked questions
Frequently asked questions
Can I undo a merge?
No. Merges are permanent. If you've lost important data, contact support - in some cases we can restore from a backup, but this isn't guaranteed.
Can I merge deals?
Yes. People, company, and deal records can all be merged - select two or more deals in the Deals list view and merge them the same way.
What happens to linked deals when I merge two people?
Linked deals from both records carry over to the merged record. If both records were linked to the same deal, the merged record shows it once.
Can I merge more than two records at once?
Yes - select all the copies of the same record in the list view and merge them in one step. Everything you select becomes one record, so to clean up many separate duplicates, ask Rep instead (see Cleaning up lots of duplicates above).
What if I pick the wrong primary record?
Merges are permanent, so field values from the non-primary record may be lost. If you realize immediately, contact support. To avoid this, open both records before merging and confirm which one has the values you want to keep - the merge dialog shows only the record names, not a field-level preview.
Does merging a person remove them from lists?
It depends on the list type. For dynamic (filter-based) lists, the merged record appears only if its data matches the list's filters. For static lists, Clarify carries the source records' memberships over to the merged record.
Can I find duplicates automatically?
Yes. Clarify includes built-in Duplicate people and Duplicate companies lists under People and Companies - these surface likely duplicates for you to review.